Mortality experience of pensioners for the period 2009 to 2016.

Note: This working paper uses data for a public sector pension scheme in 2012-2016 which is now known to be incorrect. We have not updated the working paper, but we have prepared a note that describes the nature of the incorrect data and the impact on CMI analyses so that Subscribers can consider whether to take any action.

CMI Working Paper 104 was published in January 2018. The working paper presents an analysis of the mortality experience of data received by 30 June 2017, covering the period 2009 to 2016. The Committee intends to use this dataset as the dataset underlying the “S3” Series tables.

Note: A separate Executive Summary of this paper is freely available. (Working Paper 104 itself is available to Authorised Users only.)

The paper compares the mortality experience for this dataset against the unadjusted "S2" Series tables and the "S2" Series tables projected with the CMI Mortality Projections Model (CMI_2016). Results are provided for the various pensioner categories, by calendar year and split into pension amount bands. Some results are also split by public and private sector, due to a substantial increase in the volume of public sector data submitted this year.

Summary files of the data

Files used in the analysis are available below. Please note that these files have been made available on the understanding that:

• although the CMI has made reasonable attempts to validate the data, its accuracy cannot be guaranteed and the CMI accepts no liability for its use;
• any published comment or analysis should acknowledge the CMI as the source of the data.

The data is available to download as a zip file. Data for all of the tables and charts in the report can be found in “CMI Working Paper 104 Data for Tables and Charts v02 20122-06-20.xlsx”. In addition, exposed to risk and death data by individual age and year are published for Pensioners and Dependants – these can be found in the other two spreadsheets included in the zip file.


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