The CMI has not issued any CMI reports since CMIR 23 (2009)

All subsequent work has been published via CMI Working Papers

Full CMI outputs, such as working papers and tables, issued after 1 March 2013 are only available to organisations that subscribe to the CMI

CMI Report 23 (2009) Graduations of the 1999-2002 life office mortality experiences: the 00 series tables
Erratum (added 5 May 2011): Formula (1) on page 22 of CMI Report 23 is incorrect. This erratum gives the corrected formula.
CMI Report 22 (2005) Sickness experience 1999-2002 for individual income protection policies
CMI Report 21 (2004) The mortality of holders of permanent (whole life and endowment) policies of assurance 1999-2002; The mortality of holders of temporary assurances issued in the United Kingdom, 1999-2002; The mortality of immediate annuitants, holders of retirement annuity policies, and holders of personal pension plans 1999-2002; The mortality of pensioners in insured group pension schemes 1999-2002; The mortality of smokers and non-smokers 1999-2002
CMI Report 20 (2001) The mortality in 1987-90 and 1991-94 of lives assured under permanent (whole life and endowment) assurances, according to cause of death; Mini-graduations of the mortality experience of smokers and non-smokers for assured lives; The mortality of impaired assured lives, 1987-98; A report on a pilot investigation into the mortality experience of pensioners of self-administered pension schemes; Inter-office comparisons; Sickness experience 1995-98 for individual income protection policies; Sickness experience 1995-98 for group income protection policies
CMI Report 19 (2000) The mortality of holders of permanent (whole life and endowment) policies of assurance 1995-98; The mortality of holders of temporary assurances issued in the United Kingdom 1995-98; The mortality of immediate annuitants, holders of retirement annuity policies and holders of personal pension plans 1995-98; The mortality of pensioners in insured group pension schemes 1995-98; The mortality of smokers and non-smokers 1995-98; Tables of mortality for pensioners combined based on the 1991-94 experience; Extension to young ages of the "92" series tables for assured lives
CMI Report 18 (2000) Sickness experience 1991-94 for individual PHI policies; Sickness termination experience 1991-94 for group PHI policies; An analysis of the PHI experience of individual companies in the United Kingdom I: claim inception rates; An analysis of the PHI experience of individual companies in the United Kingdom II: claim termination rates
CMI Report 17 (1999) Standard tables of mortality based on the 1991-94 experiences; The distribution of policies per life assured
CMI Report 16 (1998) The mortality of holders of permanent (whole life and endowment) policies of assurance 1991-94; The mortality of holders of temporary assurances issued in the United Kingdom, 1991-94; The mortality of immediate annuitants, holders of retirement annuity policies, and holders of personal pension plans 1991-94; The mortality of pensioners in insured group pension schemes 1991-94; The mortality of smokers and non-smokers 1991-94; The mortality of impaired assured lives, 1983-94; Proposed new tables for life office pensioners, normal, male and female, based on the 1991-94 experiences; Sickness experience 1987-90 for group PHI policies
CMI Report 15 (1996) Claim inception rates under PHI policies, individual 1975-90 and group 1975-86; Recovery and mortality rates of those claiming under PHI policies, individual 1975-90 and group 1975-86; Sickness experience 1983-86 for individual PHI policies; Sickness experience 1979-82 and 1983-86 for group PHI policies
CMI Report 14 (1995) The mortality of assured lives. pensioners and annuitants, 1987-90; The mortality of smokers and non-smokers, 1988-90; Mini-graduations of the mortality experience of assured lives, pensioners and annuitants, 1987-90; The mortality of impaired assured lives, 1983-90; The mortality of impaired lives 1987-90 according to cause of death; The mortality of retirement annuitants under approved pension; Arrangements in the Republic of Ireland. 1986-91; Sensitivity analysis in a multiple state model for permanent health insurance
CMI Report 13 (1993) The mortality of assured lives, pensioners and annuitants, 1983-86: update; Mortality in 1983-86 according to cause of death; Mortality tables based on the combined pensioners experience.1979-82; Mini-graduations of the mortality experiences of assured lives, pensioners and annuitants, 1983-86; The mortality of smokers and non-smokers, 1988-89; Inter-office comparisons; Calculation of continuation tables and allowance for non-recorded claims based on the PHI experience 1975-78
CMI Report 12 (1991) The analysis of permanent health insurance data
CMI Report 11 (1991) The mortality of assured lives, pensioners and annuitants 1983-86; The mortality of pensioners and annuitants 1979-84 according to cause of death; The mortality of impaired lives 1983-86; The mortality of impaired lives 1983-86 according to cause of death; Sickness experience 1979-82 for individual PHI policies
CMI Report 10 (1990) Standard tables of mortality based on the 1979-82 experiences
CMI Report 9 (1988) The graduation of the 1979-82 mortality experiences; Mortality in 1979-82 according to cause of death
CMI Report 8 (1986) Mortality of assured lives, pensioners and annuitants 1979-82; Impaired assured lives investigation; The distribution of policies per life assured; The CMI Bureau: history of computerisation and development of services; Cause of disability: individual PHI policies 1975-78; Sickness experience 1975-78 for group PHI policies
CMI Report 7 (1984) Sickness experience 1975-78 for individual PHI policies
CMI Report 6 (1983) Graduation of the mortality experience of female assured lives 1975-78; History and development; Abridged list of diseases; On a possible graduation of the Irish assured lives mortality experience; Notes on duplicates among linked policies
CMI Report 5 (1981) Mortality of assured lives 1975-78; Mortality of immediate annuitants 1975-78; Mortality of pensioners under life office pension schemes 1975-78; Mortality during 1975-78 of purchasers of retirement annuities under the provisions of the Finance Act, 1956; Mortality of assured lives 1975-78, according to cause of death; a(55) tables: q(x) at high ages; Sickness experience 1973-76 for group policies
CMI Report 4 (1979) Sickness experience 1972-75 for individual policies
CMI Report 3 (1977) Proposed standard tables for life office pensioners and annuitants; Mortality of assured lives 1971-74; Mortality of immediate annuitants 1971-74; Mortality of pensioners under life office pension schemes 1971-74; Mortality during 1971-74 of purchasers of retirement annuities under the provisions of the Finance Act, 1956; Mortality of assured lives 1971-74, according to cause of death; Investigation of sickness statistics - individual policies 1974 and 1975
CMI Report 2 (1976) Investigation of sickness statistics - individual policies 1972 and 1973; The graduation of pensioners and of annuitants mortality experience 1967-70
CMI Report 1 (1973) History and development; Mortality of assured lives 1967-70; Mortality of immediate annuitants 1967-70; Mortality of pensioners under life office pension schemes 1967-70; Mortality experienced during the period 1967-70 by purchasers of retirement annuities under the provisions of the Finance Act, 1956; Mortality of assured lives 1967-70, according to cause of death

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Events calendar

  • The Great Risk Transfer – Breakfast briefing and launch event

    Staple Inn Hall, High Holborn London WC1V 7QJ
    31 January 2019

    Spaces available

    Launch of the IFoA’s 2020 thought leadership campaign The Great Risk Transfer. The campaign will examine the trend of the transfer of risk from institutions to individuals, and how people can be better equipped to manage the financial risks they now face. At this breakfast event the IFoA will launch a call for evidence on this topic.

  • Sessional Meeting - Silent Cyber Assessment Framework

    Staple Inn Hall, High Holborn, London, WC1V 7QJ
    9 December 2019

    Spaces available

    The (re)insurance industry is faced with a growing risk related to the development of information technology (IT). This growth is creating an increasingly digitally interconnected world with more and more dependence being placed on IT systems to manage processes. Note: Registration is from 17.30 in time for the sessional to begin at 18.00.

  • CPD Member Event in Shanghai, China

    Function Room, F39, S1 Fuson Group, the Bund Finance Centre, No.600 Zhongshang East 2nd Road, Huangpu District, Shanghai Chinese address:BFC外滩国际金融金融中心,S1复星集团,39层报告厅,上海中山东二路600号
    9 December 2019

    Spaces available

    The IFoA’s President-elect Tan Suee Chieh will visit Shanghai. We will host CPD and Awards Presenting event on Monday 9 December 2019. The event is part of Mr Tan’s first presidential trip to China.

  • Professional Skills Training - London (10 December 2019)

    Staple Inn, High Holborn, London WC1V 7QJ  
    10 December 2019

    Spaces available

    This event will be of interest to students and recently qualified actuaries.

    A 2 hour CPD event designed to meet the IFoA’s Stage 3 Professional Skills Training under the IFoA’s CPD Scheme 2019/2020.  The content and discussion at this session is particularly tailored to actuarial students and newly qualified actuaries working in any area and the format is interactive, so you should come along prepared to take part in the discussions with your peers.

  • IFoA Joint Member Event with the Sunshine Insurance Group, Beijing China

    Room TBC, Kuntai International Plaza, No.12, Chaowai Street, Chaoyang District, Beijing 地址:会议室待定,北京市朝阳区朝外大街乙12号1号楼昆泰国际大厦
    12 December 2019

    Spaces available

    The IFoA’s President-elect Tan Suee Chieh will visit Beijing. We will co-host CPD and Awards Presenting event with the Sunshine Insurance Group on Thursday 12 December 2019. The event is part of Mr Tan’s first presidential trip to China.

  • ARC Sessional Research Event: Drivers of Mortality - Risk Factors and Inequality

    Staple Inn Hall, High Holborn, London, WC1V 7QJ
    6 January 2020

    Spaces available

    The authors will focus on a large dataset obtained from the UK’s Office for National Statistics (ONS) and related sources. Data are available at the level of Lower Super Output Areas (LSOAs) – small geographical areas with, typically, 1000-2000 residents and include death counts, exposures and a significant number of socio-economic variables including the index of multiple deprivation (IMD).

  • SIAS Event: My Journey to Data Science, Big Data and AI

    Staple Inn Hall, High Holborn, London, WC1V 7QJ
    7 January 2020

    Spaces available

    Patrick Lee is an actuary who has made the transition to working in software architecture and artificial intelligence (AI). He holds Microsoft Professional qualifications in Data Science, Big Data and AI and is currently working towards a DevOps (the automation of software testing and deployment) qualification. He is a member of the IFoA Council and is also President of the Wessex Actuarial Society. He is also a member of the IFoA and the RSS's joint Data Science Focus Group and will talk on the ethical use of AI. 

  • Spaces available

    This presentation covers the detail for how the matching adjustment is calculated. A small simple example spreadsheet is provided and discussed in detail.

    For actuaries wanting to get more involved with the matching adjustment, this is the opportunity to get a detailed description of the mechanics involved. This includes cashflows derisking, PRA tests as well as hypothecation.

    The presentation is provided by James Sharpe who has worked on a number of matching adjustment calculations with several firms.

  • IFoA Volunteer Recognition Reception

    Staple Inn, 4 High Holborn, Holborn, London WC1V 6DR, UK
    15 January 2020

    Spaces available

    As a thank you to all our Institute and Faculty of Actuaries (IFoA) volunteers, you are invited to join us at Staple Inn Hall, for an evening of drinks, canapes and networking, in London.

    IFoA President, John Taylor, will be attending and will make a speech

    If you support the IFoA as a volunteer (member or non-member), or in any other role, and you are going to be in London on 15 January, please book your place and join us at this reception.

     

  • Sessional Meeting - Operational Risk Dependencies

    Royal College of Physicians of Edinburgh 9 Queen St Edinburgh EH2 1JQ
    20 January 2020

    Spaces available

    The Operational Risk Working Party aims to assist actuaries and others in the modelling and management of operational risk. One of the key challenges in modelling operational risk is the modelling of dependencies between operational risks, and between operational and non-operational risks such as market, credit and insurance risk. Their paper seeks to assist in this regard, and help develop good practice in setting assumptions and modelling operational risk dependencies. 

  • KSS event in Glasgow: Public Sector Pensions

    Hymans Robertson, Glasgow 20 Waterloo St, Glasgow
    30 January 2020

    Spaces available

    – the unappreciated key assumption, the resulting unsustainable promises, the unmanaged risk and the unrecognised debt? 

    Speaker: Allan Martin will present this talk on 30 January in Glasgow, Stirling and Edinburgh. If you wish to register for another location please return to the Events Calendar.

  • KSS event in Stirling: Public Sector Pensions

    M&G Prudential, Stirling Craigforth Campus, Stirling
    30 January 2020

    Spaces available

    – the unappreciated key assumption, the resulting unsustainable promises, the unmanaged risk and the unrecognised debt? 

    Speaker: Allan Martin will present this talk on 30 January in Glasgow, Stirling and Edinburgh. If you wish to register for another location please return to the Events Calendar.

  • KSS event in Edinburgh: Public Sector Pensions

    Hymans Robertson 1, Exchange Place, Semple St, Edinburgh
    30 January 2020

    Spaces available

    – the unappreciated key assumption, the resulting unsustainable promises, the unmanaged risk and the unrecognised debt? 

    Speaker: Allan Martin will present this talk on 30 January in Glasgow, Stirling and Edinburgh. If you wish to register for another location please return to the Events Calendar.

  • Professional Skills Training - London (11 February 2020)

    Staple Inn, High Holborn, London WC1V 7QJ         
    11 February 2020

    Spaces available

    A Trusted Profession

    A 2 hour CPD event designed to meet the IFoA’s Stage 3 Professional Skills Training under the IFoA’s CPD Scheme 2019/2020This session is suitable for actuaries working in any area (i.e. it is not specifically aimed at Pensions, GI or any other technical discipline) and is interactive, so you should come along prepared to take part in the discussions.

  • Sessional: Impact of E-cigarettes Working Party

    Royal College of Physicians, 9 Queen St, Edinburgh EH2 1JQ
    24 February 2020

    Spaces available

    This sessional meeting will be of direct interest to actuaries and others working in the in the Health and Care, Life or Pensions sectors or indeed actuaries with an interest in morbidity or mortality. Note: Registration is from 17.30 in time for the sessional to begin at 18.00.

  • Professional Skills Training - Edinburgh (25 February 2020)

    IFoA (Edinburgh), Level 2, Exchange Crescent 7 Conference Square Edinburgh EH3 8RA
    25 February 2020

    Spaces available

    A Trusted Profession

    A 2 hour CPD event designed to meet the IFoA’s Stage 3 Professional Skills Training under the IFoA’s CPD Scheme 2019/2020This session is suitable for actuaries working in any area (i.e. it is not specifically aimed at Pensions, GI or any other technical discipline) and is interactive, so you should come along prepared to take part in the discussions.

  • Spring Lecture 2020, Edinburgh - Vicky Pryce

    Assembly Rooms, 54 George St, Edinburgh EH2 2LR
    25 March 2020

    Spaces available

    What next in Economic Policy?

    Please join us on 25 March 2020 for our annual Spring Lecture presented by Vicky Pryce in Edinburgh. 

  • IFoA Asia Conference 2020, Kuala Lumpur

    CCEC Nexus, 7, Jalan Kerinchi, Bangsar South, 59200 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia
    24-25 June 2020
    Spaces available

    The sixth annual Asia Conference once again offers a prestigious line-up of home and international speakers discussing the insurance and financial industry’s innovation and change in Asia. This year's conference in Kuala Lumpur will be hosted by Tan Suee Chieh, IFoA’s first Asian President. He will also make his Presidential address at this conference and will expand on the important elements of IFoA’s new strategy. 

    Additionally, this landmark conference will showcase how the IFoA is reinventing itself to support its members to succeed and thrive in a digital age, within traditional businesses and beyond, as a global organisation. 

    Not to be missed by international industry players, opinion formers, academic and industry leaders, actuaries and non-actuaries.