01534 732276




Tony Pallot Health & Safety Training  |  Email tony@safety.je

Training Information

When deciding what level of training is required it is easy to under / over-estimate the requirement. This can lead to inefficient training and associated costs. It can also lead to expensive accreditation that wasn’t needed. The purpose of this guide is to help clients come to an accurate calculation of their actual training needs.

Course structure





Companies should first look at the structure of training. The training should encompass the following elements:


  1. The Health and safety aspects relating to the equipment being used such as the risks associated with the equipment and the advice to eliminate or reduce risk to an acceptable level. The responsibilities under law that are applicable to the user of the equipment and the environment in which it is being used.
  2. That the operator has suitable and sufficient information and instructions in order to use the equipment correctly, in the application it is being used for.
  3. That the operator Is instructed in the required skills to use the equipment in accordance with the manufacturer’s instructions and for the purpose requirements of the company.
  4. That the operator is assessed in all aspect of this training and is deemed as competent in all disciplines taught.
  5. The course structure should encompass all of these elements.
    A detailed programme and /or training standards should be available to demonstrate this.



Level of training





There are 3 levels of training based on the operators existing knowledge and experience:


  • Basic skills / Novice training
  • Refresher training
  • Specific / familiarisation training


Basic skills / Novice training - Covering the theoretical and practical aspects of the subject comprehensive instructor lead training and testing. Suitable for someone with no or very limited previous experience.

Refresher training – Instructor lead training to bring an experienced operator up to the accepted level required to pass an operator test. This would be suitable for someone who:


  • Has not operated for some time (Skill fade).
  • Whose qualification has expired or was taken some time ago.
    (As a guide, over 5 years).
  • There is doubt as to whether basic training was adequate at the time.


Confirmation of prior learning would be required and candidate profiling would be carried out by TPT to assess suitability for this type of training.


Specific / Familiarisation training – Instructor guided training for an experienced operator who has to learn a new specific function/adaptation of the equipment he uses and become familiar with a new operation or procedure. (For example: using a box tipping accessory on a lift truck).

Proof of prior learning would be required for this type of training and candidate profiling would be carried out by TPT to assess suitability for this type of training.

Assessment – Although it is not categorised as training, it may be required to confirm that an experienced operator is competent in their use of the equipment to the required standards. This would be suitable for someone who:

  • Requires assessment after an incident
  • Assessment after a period of inactivity
  • Assessment to confirm competence for a job role

Operator assessment will consist of performance and knowledge activities to assess competence. No tuition will be given. The assessment is the tool to establish what training requirements may be required. It is not suppoosed to replace refresher training!







Companies’ want the most efficient use of training time but if not enough time is given, it places pressure on the students many of which haven’t been exposed to a formal learning environment for a while and will feel apprehensive. It also leads to the training being stripped down to no more than the essential requirement, making it clinical and dull.


Some accrediting bodies will state the duration of training and most will state the number that can be trained/assessed dependant on the category taught, so as a training provider we will have to adhere to these restrictions. For a specific assessment please contact us directly.


We have several Approved Codes Of Practice that advise on training ratios. For instance a counterbalance forklift truck course is limited to 3 persons per day.

Accrediting bodies





There are numerous organisations that will accredit training in
every aspect of industry. They all set their own training standards and assessment criteria.


Whilst TPT has been an accredited training provider we do not promote any particular accrediting body. This must be a decision for the client and we will endeavour to meet the training needs of the client in order to achieve the accreditation they want. We work in association with other UK training providers who can facilitate accreditaions such as NPTC and NPORS.


Training & Accreditation, The questions to ask:


Do I need to train all my staff?

Yes. There is a legal requirement to ensure that anyone who is using equipment for work is suitably and sufficiently trained to use it.


Do I need my training to be accredited?

There is no legal requirement to have any accreditation. However, when selecting a training organisation please check out the following:


  • The training is carried out to a recognised standard and delivered by a registered instructor
  • That it is sufficient for the scope of the equipment and the task/s being carried out.
  • The trainer is competent and has evidence of instructional training / assessment.
  • That a record of the training is kept showing full details of the contents of the training, the date & duration of training, the students & trainers details.


What accreditation might a customer require?

 It is worth while researching whether the accreditation you may require is recognised and accepted on all sites you work on. The preference here is solely on the authority of the employing organisation and their company policy.


Do I need accredited training?

It is unlikely. The content of non accredited training is the same as accredited training. Clients can make significant savings on fees paid to be registered on a UK database which my be irrelevant if you work in the channel islands.


Training on your own site





Having training carried out on your own site of course has its own advantages but as a responsible training provider we must ensure that the training environment is safe.  We must also ensure that it is suitable and sufficient for the training requirements. It’s no use training a rough terrain lift truck if all we have is a car park to work in! Training often becomes a "spectator sport" and so we must ensure there will be no distractions that undermine the quality of training delivered.


If you require training on your site we will firstly carry out an assessment to ensure it is safe and suitable.
What we will check for is:


  • Is the training area separated (Cordoned off) from any other work activities?
  • Is the area large enough to carry out all activities? (We will advise on the size / type of area required)
  • Are there any proximity hazards (overhead cables, drains etc?).
  • What ancillary equipment (Loads for lifting, the use of a crane etc) we may need.
  • Is the equipment we are training with in a safe and serviceable condition? (We may require documentary evidence of its condition / serviceability)
  • Do we have access to any information or instructions applicable to the training (Such as operator manuals, check sheets etc)
  • Do we have access to suitable and sufficient welfare facilities?
  • The location of first aid & emergency equipment, muster points and the emergency procedures.



Validity of training





Training should be valid and up to date with current trends, legislative requirements and guidance. This is why refresher training is necessary and not merely operator assessment, which can be confusing.

All training providers follow the guidance given by the Health and Safety Executive (HSE) where refresher training is recommended between 3 and 5 years.

Remember that the decision as to when refresher training is required rests with the employer. Training companies often put an expiry date on their certificates which is nonsense. No operator becomes incompetent to operate a machine at the stroke of midnight on a certain date! The decision on when to carry out refresher training rests with the employer based on judgement and evaluation.

The expiry date is a reminder that operators competence need to be evaluated and suitable refresher training potentially planned before 5 years is up.




01534 732276

07797 756357


South View Farm, Rue de la Guillaumerie, Maufant, St. Saviour, Jersey, JE2 7HQ

© Tony Pallot Training Limited | All rights reserved