VIII Training Considerations
Both the advocate depute and counsel for the
remaining families raised the question whether the decision of
Flt Lt Tapper to fly the outward leg of the sortie to Inverness
at low level so as to gain training value from the flight had
been a causative factor in the accident. In my opinion, the simple
answer to this question is that this decision was probably not
a causative factor in the accident in light of the weather conditions
which prevailed at the time at the Mull and which would in any
event have forced the aircraft to fly at low level if it had been
intended to proceed at that stage in the sortie under VFR rules.
But since the matters canvassed by counsel raise potentially wider
questions of public interest I think that it would be desirable
to rehearse the evidence of both G and H which bore on this particular
topic.
It was during G's evidence about his meeting
with Flt Lt Tapper on the morning of 2 June 1994 that the fact
that training considerations had played a part in the decision
to fly the outward leg of the sortie at low level first came to
light. G was asked: "Q.Obviously the journey out was
envisaged as being at low level; is that right? A.That
is correct. Q.Why the difference on the return leg? You
say it was envisaged he would return at a higher altitude? A.The
low flying system in the United Kingdom is open only for certain
periods of time to avoid too much interference with the local
populace living in that area. On his first leg the LFA was open
and therefore he was going to make use of the low flying tasks
to gain some valuable training from what was going to be a fairly
routine trip. The flying was such that on the return flightI
would have to take technical advice on the exact timeI
understood the low flying system would be either closed or closing
at around that time, and, therefore he would not be able to fly
in the low flying system after that period, therefore it necessitated
the flight returning back to Northern Ireland to be above 500
feet, or if it was starting to get dark, which was not envisaged
to be the case, it would have to be over 2,000 feet. The low flying
system extends up to 2,000 feet at night. Q.Obviously by
the nature of the flight it would be undertaken by Visual Flight
Rules; is that right? A.That is correct. Q.And specifically
on the outer leg going to be low flying; is that right. A.Yes
Sir. Q.Any justification for that? A.I am not sure
what you mean by justification. There is nothing which precludes
him doing so. If he could gain training value from the trip then
it was perfectly legal for him to do so. Q.Was that the
way it was discussed, it was partly the value as a training trip?
A.Yes, because of the cost involved in training hours we
maximise the use of aeroplanes in all circumstances to increase
our experience, and therefore there was justification in one sense
that he could gain training value from low flying over an area
of land over which he did not normally fly. Q.Were you
aware at that stage of the number of passengers that were envisaged
to be on the flight? A.Yes. Q.Were you aware of
their....? A.I was aware of the nature of the passengers,
yes". Then G was asked: "Q.What is envisaged
by a low level sortie, in your understanding of the words? What
sort of heights were they planning to fly at? A.The lowest
authorised height for low level operations for transit flying
would be 50 feet with two pilots in the front cockpit. This would
be up to a height of 200 feet by day. This is classed as low level.
Strictly speaking, below 500 feet is described as low flying...Q.As
far as the return flight was concerned, at medium level, from
what you have said, the sort of altitudes being flown on that
journey would be what? A.From 1,000 to 1,500 feet. We did
not specifically discuss what height would be flown. Q.But
that is what you took from that description; is that right? A.That
is correct". G was then asked whether there was any security
consideration that made it necessary to fly at low altitude over
Northern Ireland and he replied in short that there was none that
he was aware of. The questioning continued: "Q.So
to all intents and purposes it seems as if they could have flown
medium level out as well as back? A.Yes. Q.Please
help me with this. I am finding some difficulty in understanding
this. We have a situation in which an aircraft has to take 25
mixed civilian and military personnel as passengers to Inverness,
and the decision seems to be to fly that journey as a low level
sortie; is that right? A.That is correct. Q.By definition
one would have thought a low level sortie is more risky than a
medium level sortie; is that a fair point? A.Yes. Q.The
obvious risks being potential and possible impact with either
obstacles or with the ground? A.You are in close proximity
to both therefore it could be argued that the risk is higher,
yes. Q.Is it not extraordinary that in that situation that
was the decision that was taken, to fly that low level flight
with all of these passengers on board? A.I wouldn't consider
it extraordinary. The passengers are military or military-related
on flights which originate over Northern Ireland terra firma.They
would be routinely flown at low altitude. The transit from Northern
Ireland to Inverness was chosen to be at low level to maximise
the training value to the crew of a flight over that distance.
Q.Really is that your position, that training considerations
were relevant as to the level at which this journey was to be
flown? Is that your evidence? A.Training considerations
were part of the decision-making process, yes. Q.Training
by definition being presumably to give the crew experience in
the particular flight conditions? A.To either give them
initial experiencebut that was not the case in these circumstancesor
to keep their experience level up to a required point. Q.Was
that not obviously potentially hazarding not only obviously the
crew but also the 25 passengers? A.I wouldn't consider
it was hazarding the passengers. The crew were trained to operate
at low level. There were no rules and regulations which precluded
that flight being undertaken with these passengers on board. In
fact sorties of that nature had previously been flown, not necessarily
with the individual passengers on this sortie on board, but they
will have flown on low altitude on other sorties".
Later on G was asked: "Q.In relation
to the choice of this as a low level sortie, do you know whose
choice that was? Mr Tapper talked to you about it, but is there
a possibility that it was anyone else's choice to be a low level
sortie? A.It is always possible but it is unlikely. The
crew would discuss the composition of a sortie as a crew, particularly
where low level flight is involved, to maximise the benefit for
both pilots in front. It would be unlikely that it was an individual's
choice. Even if it was an individual's choice, the composition
would still have been discussed by the crew as a whole. Q.But
it would essentially, as I understand it, be a crew decision on
this occasion as you understand it? A.Yes. Q.To
choose it as a low level sortie to Inverness, is that right? A.To
gain value from the sortie, yes. Q.And at the end of the
day it was your duty to approve the method of flight selected,
is that right? A.Not strictly true". G went on to
explain in short how it was the responsibility of Flt Lt Tapper
to authorise the flight at low level to Inverness.
In cross examination G was asked: Q.You
were asked whether you thought it extraordinary that a normal
tasking operation of the Chinook should also carry a training
possibility or benefit. What is your reaction to that? A.The
operating costs of the aircraft or of any aircraft in the Royal
Air Force are quite high and therefore to fly dedicated training
sorties is an expensive way of training. In order to maximise
the return and the value of any sortie that we fly, if there is
an opportunity to gain training value from it the crews will take
that generally speaking to offset the costs of dedicated training.
Q.And that is also assuming that there was a period of
dedicated training available to Chinook crews in Northern Ireland?
A. Regardless of whether there is any dedicated training
available in Northern Ireland, the crews have to train on a regular
basis and therefore that was either to augment or supplement the
training that they routinely had either in Northern Ireland or
back on the mainland with their parent squadron". Later on
G was asked: "Q.did you tell the Board of Inquiry
that the decision had been taken that this would be a low level
training exercise of the kind you have mentioned? A.I discussed
my conversation with the Board of Inquiry. I stressed this was
not stipulated as a training mission, this was a task which was
being undertaken at the request of Headquarters Northern Ireland
and we were taking advantage or the crew were intending to take
advantage of the sortie to gain some experience of a training
which they couldn't do in Northern Ireland on a routine basis".
In re-examination G was asked again about this subject: "Q.Looking
again at the decision to fly a low level sortie to Inverness carrying
25 passengers, several aspects of that flight are evident from
what you have told us. First of all, the crew were going to be
flying over terrain with which they were not particularly familiar;
is that right? A.That's correct, yes. Q.They were
in flying such a low level sortie going to be engaged in what
you have described as a demanding exercise? A.Yes, Sir.
Q.Flying not only over sea, because of the difficulties
in gaining indication of their altitudeis that right? A.I
have no knowledge that they intended to low fly over sea in these
circumstance. Q.Your impression was that it was over the
land; is that right? A.Yes. Q.But over land demanding,
because of, in the eloquent way you put it, the short range notice
you have of obstacles and terrain that you might impact with;
is that right? A.Yes, Sir. Q.Again, it is implicit
in this exercise that there are on board 25 persons who perhaps
might not normally expect to be taken on such a sortie. Would
you agree with that? A.They will all have flown on such
sorties previously, therefore I have no knowledge of whether they
had an expectation of flying at low level on this particular sortie,
but it would not have been unusual for them to have done so. Q.But
there are obvious hazards in such a sortie, would you not agree
with that? A.That is why we do training, to minimise those
hazards. Q.Did it make sense to expose 25 persons as passengers
to the risks of such a low level sortie? A.The risks of
the sortie are dependent upon the crew who are flying it. Flt
Lt Tapper is a very experienced or was a very experienced low
level operator. There was no risk in the sortie as he reported
it to me being flown with passengers. Q.Is there not another
inherent risk in the presence of 25 passengers, who in themselves
might constitute some form of distraction from what on one view
seems to have been a training sortie? A.A sortie that was
used for training. The passengers in the back, I have no knowledge
of how they may or may not have reacted. They have all flown or
will all have flown to the best of my knowledge on similar sorties
previously; and if they were flying in other helicopters in Northern
Ireland they will have flown at low level in what I would have
described as more aggressive manoeuvring than they would have
experienced in this sortie.
H was also asked about this matter as follows:
"Q.The other reason we were told is that it was intended
that this flight be used to practise low level flying skills on
the part of the crew. Were you aware of that? A.To practise?
I have to be careful in what I say here. I think I can see where
you are trying to lead. I would not use the word "practise".
I think to gain benefit or to gain value would probably be more
appropriate. Every time we fly... we practise. One is always learning
and one is always honing one's skills. Q.In particular,
G was suggesting this was to be a low level training mission?
A.He may have thought that, but it was certainly not authorised
as a low level training flight. Q.Did G tell you that is
what he thought? A.I would need to look at his evidence.
Certainly the information I would have gained from the evidence
of G was that this was going to be an operational task from Aldergrove
to Fort George, and if there was an indication there was a training
value to be gained that would be very much secondary to the operational
task. I think every time any pilot flies he is gaining a "training
value" from that sortie. Q.So were you in your experience
as a pilot surprised at the decision that this flight might be
flown at low level with these passengers? A.No". Later
H was asked: "Q.Would you agree, in general terms,
that if an RAF helicopter is transporting a passenger payload
of mixed civilians and non-civilians from point A to point B,
purely with the aim of getting them from point A to point B, not
for any military purpose, then the overriding priority must be
and should be the safety of these passengers? A.May I say.....the
safety of the passengers is always paramount in any RAF aircraft
and in any aircraft. I would also suggest that the safety of the
pilot is also fairly important. Q.I don't disagree with
any of that. I asked the question the way I did because there
may be certain military situations where operational requirements
require the pilot and the passengers to be placed in a situation
of potential danger? A.There is a balance of risk in various
operations, but in my experience in the Royal Air Force flight
safety is always paramount. It has always been my understanding
that if you lose an aircraft and crew from flight safety you are
doing the job of the enemy, and we are brought up to place flight
safety above anything else. Q.I was simply trying to explore
the situation where in a time of war, say, a flight takes place
in a situation of danger? A.Yes: but flight safety even
in time of war is important. Q.Oh, indeed. There is no
question of anything of that nature applying to this sortie from
Aldergrove to Inverness, however, is there? A.No. Q.So
it follows that anything which unnecessarily compromised the safety
of the flight should be avoided? A.Correct. Q.And
even leaving aside this obvious overriding priority as a generality,
I think we know as far as this flight was concerned there was
a clear public interest in the safety of these particular passengers,
viewed with hindsight, obviously? A.In terms of safety
of the passengers and the crew we considered as a Board that the
nature of the passengers would not have been a factor to the crew.
We don't apply safer regulations to some and not others. Q.I
was not suggesting you were. I am wondering whether you would
agree that there was a public interest in the particular safety
of these particular passengers, given the nature of their occupation?
A.Yes. Q.We have been told earlier in the inquiry
by G that transit from Northern Ireland to Inverness was designed
to be at low level to maximise the training value to the crew
of a flight over that distance, and that training considerations
were part of the decision-making process? A.I believe...I
answered this question yesterday, in that it was an operational
task, and any training requirements of the crew would have been
entirely secondary and purely incidental to the main task that
was required". Then H was asked: "Q.If we assume
that G's evidence is accurate and that a low level transit was
chosen to maximise the training value to the crew so far as this
particular flight is concerned, do you...view that decision with
equanimity? A.Would you explain "equanimity"
to me? Q.Does it cause you any concern? A.No. Q.You
are completely untroubled by it? A.Indeed.... Q.So
it is normal practice in the RAF to use flights carrying amongst
others civilian passengers for crew training purposes? A.Indeed.
Passengers are flownI don't know why you use the term "civilian".
We could have cadets or servicemen. We fly passengers on training
sorties, yes. Q.So the fact that there may be civilian
passengers on board would have no influence upon the decision
whether or not to use the flight for training purposes. A.We
are going over old ground here. This was an operational sortie,
flown as such, which would have included training for the benefit
of the crew, but it was not a training sortie with civilian passengers
on board; it was an operational task". Finally H was asked:
"Q.I really just want to be clear about this. Is it
a possibility that a desire to maximise the training value of
this flight could have been a factor in the minds of anybody in
the cockpit at the time they were approaching the Mull? A.In
my opinion absolutely not... It is my understanding that the crew,
from the information we had, that their first priority would have
been the task that they were flying".
It was in light of this evidence that the advocate
depute submitted that it was very questionable whether it was
appropriate in all the circumstances surrounding this flight,
with 25 personnel from the Army, the Royal Ulster Constabulary
and civil servants from the Northern Ireland Office, that they
should have been carried on such a flight, and he invited me to
consider whether the decision to fly the sortie in this way was
appropriate and whether it could have been a causative factor
in the accident. Counsel for the remaining families pointed out
that there had been no suggestion that any of the passengers on
board the aircraft would have been aware of, let alone acquiesced
in, the training motivation for choosing a low level as opposed
to any other level of flight. He stressed that it was not his
submission that what had been planned as a low level flight could
not in any circumstances have been flown safely to Inverness and
he accepted that plainly such flights took place on a regular
basis free from mishap. He posed the question whether the training
aspect of the flight had directly influenced the conduct of the
crew of the aircraft as it approached the Mull of Kintyre and
the poor weather conditions that prevailed there. He acknowledged
that H had discounted this, but he pointed out that it was the
decision to fly at low level on the outward leg of the sortie
which had put the aircraft at low rather than medium level as
it approached the Mull. He then posed the further question, whether,
if the flight had been planned as a medium level sortie throughout,
that would have allowed the aircraft to avoid flying at low level
at the Mull of Kintyre and would have allowed any decision to
overfly to have been taken from a higher starting point. Counsel
then suggested that consideration should be given to the question
whether any lessons could be learned for the future and, while
accepting that H had been at considerable disadvantage in attempting
to deal with the issue in his evidence inasmuch as for whatever
reason the Board of Inquiry had not considered it, he submitted
that it was not reassuring to find that H was untroubled by the
decision to use a sortie of this kind to gain training experience
for the flight crew. Counsel further submitted that the use of
passenger flights by the RAF to give training to pilots, including
the practising of techniques carrying a degree of extra risk to
safety, gave rise to legitimate concerns which were all the greater
where, as in the present case, the aircraft was being used to
transfer a large number of Security Services personnel in Northern
Ireland, including some very senior members.
It is true, that, had the aircraft as it approached
the Mull of Kintyre begun to climb at a rate of 1,000 feet per
minute from medium rather than low level, the accident would not
have occurred. Likewise, had the aircraft been at medium level
as it crossed the North Channel (and until it was seen by Mr Holbrook
there is no saying that it was not) it is possible that a decision
to abort to IMC might have been taken some time before the aircraft
approached the Mull of Kintyre. On the other hand, in view of
the cloud levels present at the Mull at the time it is I think
clear that, had it been desired to proceed with the flight under
VFR rules (and plainly on the later stages of the sortie there
would have been no option in light of the aircraft's icing clearance
but to do so), the aircraft would probably have had to descend
to low level in any event in order to investigate whether or not
further VFR flight was possible. In the circumstances I doubt
that the decision to fly the outward leg of the sortie at low
level can be said to have been a causative factor in the accident.
But I agree with the advocate depute and counsel for the remaining
families that the evidence raised some important general questions
in regard to the carrying of passengers by the RAF. In light of
the evidence I do not think that it would be appropriate for me
to express an opinion on these questions since they clearly raised
issues of policy and security which were not canvassed during
the inquiry, and moreover involved decisions by persons who were
not called as witnesses. But I should perhaps stress that on the
evidence I do not think that any criticism can be directed against
either Flt Lt Tapper or G in respect of the decision to fly the
outward leg of the sortie at low level. They were both evidently
aware, at least in broad terms, of the identity of the passengers.
But there was no suggestion that they had been given any instructions
as to the particular form of flight that should be selected to
transport them to Inverness. Likewise, there was no suggestion
that the decision to fly the outward leg at low level to maximise
the training value of the sortie was otherwise than in accordance
with normal practice authorised by their superiors.
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