Welcome from

Dave Middleton, Executive Chair of amii.

Dave Middleton, amii executive chair

We are excited to welcome you to our first Spring Heath & Wellbeing Summit, incorporating our Annual General Meeting.

We have a packed and informative agenda today of esteemed industry experts and thought leaders poised to share their wealth of knowledge. Standout sessions include Sarah Taylor’s exploration of healthcare costs and sustainable strategies, Nikki Bennett’s critical updates on the Consumer Duty Board report, and Liam Kennedy’s insights into amii’s future training offerings. 

Prepare to be captivated by Ryan Hopkins’ thought-provoking session on “The Workplace Rebellion,” and Simon Cusden’s expertise on transitioning from “High Performance to Whole Performance.”

We will start the day with our Treasurer, Paul Swanson sharing the Association’s 2023 financials. I will then summarise our key achievements over the last 12 months and our plans for the next year.

(comment on voting)

As always, our aim is to give you plenty of takeaways and also the opportunity to network with fellow amii members. We really hope you enjoy the day.

As we all know, NHS challenges are still here, resulting in continued strong demand for private provision. It is good to see inflation reducing, which will hopefully lead to lower interest rates and a more positive economic outlook. With the impending election, wouldn’t it be nice if a new government realised that removing benefit-in-kind taxes from the health and wellbeing sector could increase the take-up of those products affected and help alleviate the strain on the NHS? We will continue to lobby and comment on this.

Finally, once again, thank you to the Executive Committee for their continued support and the hard work they do on your behalf throughout the year. I also want to thank our General Secretary, Tina Jennings, who continues to be a great support to me on all things amii.

Last but not least, thank you all for being members: as I continually say, we are nothing without you.

Our Agenda


Registration, coffee and networking


Introduction and Voting

Dave Middleton, Executive Chair of amii


Financial Statements

Paul Swanson, Treasurer of amii


Chair Address and Review of the Year

Dave Middleton, Executive Chair of amii


Healthcare costs, the changing healthcare landscape and building a sustainable future

Sarah Taylor, AXA Health, Head of Specialist and Practitioner Strategy


Consumer Duty Board Report & Vulnerable Persons

Nikki Bennett, Managing Director UKGI Compliance


Refreshments and networking


The amii Training Offering

Liam Kennedy, amii Executive Committee & Director of Key Accounts at Vitality


The Workplace Rebellion 

Ryan Hopkins, Jaaq, Chief Impact Officer


High performance to Whole Performance

Simon Cusden, Private Coach, Speaker, Trainer


Chair’s Closing Remarks

Dave Middleton, Executive Chair of amii


Lunch and networking


Depart and visit to National Motorcycle Museum

Our speakers.

Paul Swanson Headshot

Paul Swanson

amii Treasurer & Client Director at Howden Employee Benefits & Wellbeing

Paul has worked in the Private Health Insurance sector for over 30 years. Because he has worked for an insurer and is now an advisor, Paul is ideally suited to support amii and its membership. Both in the future development of the industry, and by raising professional standards. As well as adhering to and ensuring good practice. Paul sits on a number of insurer Advisory Boards in the PMI & Health Cash Plan markets.

Our speakers.

Sarah Taylor

Head of Specialist and Practitioner Relations, AXA Health

Sarah graduated as a physiotherapist from St Thomas’ Hospital London in 1988. Since then she has amassed almost 30 years’ experience working in healthcare in the NHS, private hospitals, Occupational Health and insurance. Sarah is responsible for leading the AXA Health specialist and practitioner strategy. As part of this role she is tasked with developing initiatives that, through collaboration and insight with healthcare professionals, ensure the delivery of better quality healthcare for AXA Health members and clients.

Our speakers.

Nikki Bennet

Managing Director, UKGI Compliance

Nikki has been with UKGI for 20 years, supporting hundreds of firms through the evolution of regulation since its inception in the UK. She leads the consultancy business and continues to have a hands-on approach to client service delivery and relationship management. An inspirational leader who has worked in insurance her whole professional life, experienced in delivering practical, tailored and proportionate compliance solutions across a very broad range of businesses. Nikki is passionate that compliance should be made simple and seen as an enabler to business growth, not a blocker.

Our speakers.

Liam Kennedy, aii executive committee

Liam Kennedy

amii Executive Committee & Director of Health Key Accounts at Vitality

Liam is the Director of Key Accounts for Vitality. He is responsible for the development of the specialist health intermediary distribution channel for consumer and SME business. Liam has over 25 years’ experience, primarily in distribution management. Liam has also worked on a number of initiatives to support the industry. These include the amii Transfer of Personal Data & Underwriting initiative. Thereby streamlining the underwriting process for advisers.

Our speakers.

Ryan Hopkins

Chief Impact Officer, JAAQ

Ryan Hopkins is leading the UK’s Workplace Rebellion and intends to engage 1 billion people in the betterment of wellbeing. Ryan is a Global Best Selling Author, Chief Impact Officer at JAAQ, formerly the Future of Wellbeing Leader at Deloitte and he helps organisations and governments around the world to create workplaces of the future where individuals and organisations both thrive. He shares his personal story of anxiety, bulimia, depression and has engaged 10’s of millions of people and this is just the beginning.

Our speakers.

Simon Cusden

Consultant, Private Coach, Speaker, Trainer

Simon is a former professional cricketer who has talked publicly about his personal struggles with addiction. After seeking help from the Professional Cricketers Association PCA, Simon is now eight years sober and dedicated to making a difference in people’s lives. Simon helps high-performing leaders and teams prevent and treat wellbeing and performance crises. He recognises the importance of nurturing various aspects of our lives that contribute to overall wellbeing, including mental, emotional, physical, spiritual, relational, financial, and environmental dimensions.

Thank you.

All that remains is for us to thank you for being part of the amii Health and Wellbeing Summit in 2024. We hope you have had a productive and informative day and we look forward to continuing to work with you in the future.

Below you will find a wide range of resources from our friends at Westfield Health.

Key Brochures

Building the business case for employee wellbeing

The wellbeing strategy workbook

Men’s Health

Wellbeing in SMEs

Menopause support resources

Other Resources

Wellbeing Brochure

Active Spaces

Mental Health First Aid

Health & Lifestyle Screening

Wellbeing Webinars and Workshops

Surgery Choices 1 Private Health Insurance

Surgery Choices 2 Private Health Insurance