Under the Hood: The UK IMC/IR(R) Rating

Like a good many private pilots, I was taught to treat clouds like floating mountains of granite.  Best avoided in the air and a source of frustration on the ground while waiting for them to clear (they never do). 

I’m from California, where clouds are something we read about in books and weather reports consist of three words, “sunny and 72”.  Learning to fly in the UK gave me an up-front and personal appreciation for perpetually unpredictable weather.  Dozens of days spent glancing between TAFS and leaden grey skies convinced me that if I was ever to get out of the circuit on a marginal day I had best learn how to use all the dials in the cockpit, not just the ones I look at when its CAVOK.

Having neither commercial aspirations nor a wealthy sponsor, I judged a full IR to be a bit of an extravagance.  Thankfully the CAA provides a middle ground in the form of an IR (Restricted), or as it is better known, the IMC.  15 hours, a skills test; one written exam and the clouds that once seemed so daunting become an inconvenience rather than an impediment.

That said, there is a reason that an IMC is considered a “get out of trouble” rating rather than an all-weather pass.  At 15 hours, the instruction time is less than half that required for a full-IR.  You can’t fly in airways and ILS minimums are higher.  There is no requirement to be taught holds (although Stapleford instructors do so) and the IMC is only valid in UK, Channel Island and Isle of Man airspace.  There are a few other restrictions as well so ask your instructor for details.

Before taking on the IMC, I received sage advice from a pilot friend: “As a weekend flyer, you shouldn’t start [the IMC] before you have 150 hours under your belt and feel comfortable enough with the controls so you don’t find yourself struggling to keep up with the aircraft.  That level of comfort isn’t there directly after your PPL.”  Wise words.

The course itself hits the sweet-spot between challenging and immensely fun but you don’t get to see much along the way.  From about 800’ on the climb-out to 800’ before the threshold on the return, your world-view is limited to the inside of a grey visor and the instrument panel.  It sounds terrifying at first but after a very short while you become accustomed to this new perspective and it becomes oddly peaceful. 

In the beginning, IMC training is something of a refresher.  There’s time spent flying straight and level, turning, climbing and descending; all the while getting used to looking only at, and fully trusting, your instruments.  Things get interesting when you start to practice recoveries from stalls and spiral dives.  The lead up to both can look surprisingly similar while under the hood.

Without a doubt, the navigation and instrument landing components of the IMC are the most satisfyingly demanding.  Acquiring proficiency in NDB and VOR tracking as well as ILS procedures are essential to pass both the practical and written exams.  They are also the navaids you will rely on during actual IMC conditions in the UK. 

Since real-life lacks a pause button, a desktop flight simulator can bridge the gap between book-learning and the real world.  While a sim won’t precisely represent the light touch it takes to maintain a glideslope, it will allow you to repeatedly practice finding and flying that glideslope without signing over your entire pay cheque to Southend.

In an age where a tablet running SkyDemon is a ubiquitous component of every fight-bag, there is something uniquely rewarding about tracking along the beam of a VOR; entering an NDB hold and carrying out an ILS procedure, all the while using technology that pre-dates the Beatles.

Later in the training, after navigating by compass alone, with gyro instruments covered, I developed a renewed respect for pilots who crossed continents and oceans with only the most meagre of instrumentation. 

Two-months after receiving my IMC rating, I found myself five-miles south-east of Stapleford telling Southend, for the first time ever, I was IFR.  Being alone in the clouds vs. under the hood with an instructor in the right-seat feels like the difference between hitting a few balls at the driving range and teeing off on the 18th hole of The Masters during a tie-break.  A sharp intake of breath followed by an inner voice saying, “you can do this.” 

Just past Sittingbourne I climbed through the muck and was temporarily blinded by a startling azure sky.  I was alone between a sea of candyfloss and a canopy of blue.  The radio was quiet, the wind calm.  Of all the times I’d been in the air, this was the first time I felt I understood what it was like to actually fly.

Flying Colours

August 23rd. Flying skills test.  My instructor said I was ready, I was not so sure.

The night before I was all furrowed-brow concentration.  Plotting my course, reviewing emergency checklists, replacing headset batteries, gathering up a mountain of paperwork, compulsively checking the weather.   

Before turning in I laid out a sea of forms that needed to be completed before heading off to the airfield in the morning.  I set the alarm for six, crawled into bed and utterly failed to fall asleep.  I’m an insomniac at the best of times and the stomach-tightening anxiety that come before a PPL skills test is hardly a state of mind conducive to relaxing slumber.

I was up before the alarm; immediately checking the Met Office GA weather reports on my iPad.  Looking good.   Winds from the SW, broken clouds at about 4,000’, 15kt winds aloft.  I filled in my pilot’s log (PLOG), calculated my heading, groundspeed and time estimates.  With deliberate care I packed up my flight kit, saying aloud what each piece was as I put it away.

“Mass and balance sheet, completed”

“Log book up-to-date”

“Passport for ID”

“Headset batteries checked, noise cancelling checked”

“Diversion sheet completed; divert compass and airspeed ruler in knee-board”

“Stopwatch”

On and on until the table was clear and my bag was stuffed.

I was alone in the house.  My partner had gone to Devon to visit her family so there was no one around to offer encouragement or even say “good luck.”  I took a look around.  When I returned in the evening it would be, as the Greeks said before battle, “with my shield or on it.”  I would be a pilot or I would not and if I were not, better to suffer that indignity in isolated silence than try and explain the failure to disappointed eyes.

I donned my jacket, put on my cap, locked the door and was gone.

08:30, Stapelford Flight Centre.  The mist was still rising off the grass when my taxi pulled in.  We weren’t scheduled to be wheels-up until 11:30 but I am compulsively early, besides, I wanted to do the pre-flight checks and fuelling without feeling rushed.

The receptionist greeted me as I walked in, “Big day today.  Here’s Lima Oscar’s tech log, Alan’s not in yet.”  I accepted the binder from her and filled in the forms, listing myself as Pilot in Command and Alan, my examiner, as my passenger.

Alan Turner is a Stapelford institution.  He’s been with the flight centre almost as long as there’s been a flight centre.  He looks and sounds like your retired uncle, a bit wide in the middle with thinning grey hair and a predisposition toward wearing the same shabby ball-cap every day.  He is instantly likeable and too easily dismissed as a soft touch.  When I found out he was to be my examiner I relaxed a little.

Two-days prior to my skills-test I went to Alan’s office for a briefing.  “Allow an hour,” he told me; I only brought a single sheet of paper for notes. Three hours and half a notebook later I walked out feeling unsteady but strangely elated and reminding myself for the millionth time, never to take anyone at face value.

The first hour was all business.  He detailed what would be expected of me and in what order.  He told me what constitutes passing and failing; warned me of some of the most common, and uncommon errors students make and, reassuringly, said that just because I screwed something up didn’t mean I would fail the whole test.

When he finished with the syllabus he leaned back in his chair and said,  “I’m going to be writing a lot when we’re up there, taking a lot of notes.  This gets some people rattled.  I don’t want you to even think about it.  I have to put ticks in boxes and scribble a lot for the CAA.  The real thing I am testing you on, the one standard I will hold you to is this, ‘would I send my grandmother up in a plane with you?’”

“Is she still alive?”  I asked.

“Nope.”  He said and laughed a hearty uncle-type laugh.

I spent the next two-hours being impressed by Alan Turner’s comprehensive knowledge of everything with wings and engines.  I also saw that this seemingly mild-mannered man had a distinct edge to him.  It came out whenever he was describing particularly moronic stuns pulled by pilots that made them look idiotic, or dead, or both.  This is a man who doesn’t suffer fools gladly and I knew then and there that any thought I might have had that getting Alan as my examiner meant that I would have an easy time of it was misplaced.  He wasn’t going to be looking to see if I could perform the tasks correctly, he was looking to see if I could fly.    

With all this in mind I handed the clipboard back to the receptionist, grabbed the keys and walked out to pre-flight my aircraft.  As I was going out the door my instructor, Sam, was coming in. 

He smiled broadly, stuck out his hand and said,  “I’d wish you luck, but you don’t need it.”

“Thanks a bunch!”  I said.  The truth is, that gave me a massive confidence boost.  Sam believed in me and I’d be damned if I was going to let him down.  I strode a bit more purposefully out to the airplane.

Pre-flight checks done and Lima-Oscar all filled up, I still had over an hour before we were scheduled to leave.  I grabbed some breakfast in the café and waited for Alan to show up. 

About ten minutes after I finished eating Alan walks in carrying his kneeboard, a headset and a stack of charts.

 “All checked out?”  He asked.

“Yep.”

“OK, let’s go.”

At the aircraft I had to do all the checks again for him.  He asked me questions as we went around the plane.

“Why do you check the static port?”

“If you lose vacuum pressure in flight what should you do?”

“What’s the purpose of the raised strips along the ailerons?”

“What’s the procedure for an engine fire at start-up?”

I managed to answer everything but the strips along the ailerons question.  I had never noticed them before.  Alan used it as a teachable moment and told me about counterweights to prevent instrument flutter.

We strapped into the aircraft, I went over my pre-ignition checklist and started her up.  I called the radio room to get airfield information and then I moved her forward, tested the breaks, and taxied to the power-checks area.

The very best advice I received regarding the skills test was from a student pilot friend of mine who did his a few weeks before me.

“Follow your checklists and then do what he asks.”  He said,  “You know how to do all this stuff, don’t think about it, relax and do as you are told.”

Turns out he was exactly right.

I proceeded down my checklists, taking perhaps a bit more time than normal and making sure I called out each item as I did it.  Alan made notes.  By the time I had eased the plane back onto the apron and stopped at the holding point for 22L I was only dimly aware that he was there.  500’ off the runway and he was just a shape in the other seat that made it harder for me to reach the flap lever.  When I levelled off at 2,200’ I had completely forgotten that this was my major, huge, scary, skills test.  I was flying an airplane and that’s all that mattered. 

I turned onto my heading and for once remembered to mark the time down.  I checked in with Southend to get a Basic service and settled in for the cross-country part of the test.  Alan and I chatted; he scribbled.

The cross-country bit was a breeze, pun intended.  I knew that sometime after my first turn point I would be told to make a diversion so I made sure I had my diversion calculator and airspeed ruler handy. 

“Alright,” said Alan, “Your primary destination is fogged-in, divert to Clacton.”

Excellent!  I actually knew where Clacton was.  I picked a decent reference a few miles ahead as my turning point and plotted the diversion on my chart.  In case you are ever called upon to do the same, here are the steps:

1.     Figure out where the hell you are

2.     Decide where you are going to turn onto your new course

3.     Draw a line on your chart between your turning point and your new destination (make sure to mark the half-way point)

4.     Use a cool little tool called a diversion heading calculator to figure out your new course

5.     Using a handy wind-velocity cheat sheet that you prepared earlier determine your actual heading and ground speed

6.     Calculate your new ETA using a speed/distance ruler

7.     Turn onto your new heading, make a note of the time and your ETA to the next waypoint

8.     Hope for the best

Keep in mind that you must do all of the above while actually flying the aircraft, usually with your feet.  Spend too long looking down at the chart and by the time you look up again a nasty surprise could be waiting.

I did all that and got us turned toward Clacton, I could even see it about 10 miles ahead. 

A few minutes passed.

“You think you might call Southend?”  Asked Alan.

Oh shit!  I forgot to tell Southend RADAR why I just deviated off course and was heading back toward them.

I put in the call and told them what we were doing.  Damn, my first mistake (that I knew of). 

We reached Clacton on time but I had trouble finding the airfield.  I knew where it was supposed to be but a grass strip in a grass field surrounded by other grass fields isn’t the easiest thing to spot from 2,200’.    I banked right and left to get a better view.

“What are you doing?”  Said Alan, sounding annoyed.

“Looking for the airfield.  I know it’s here somewhere.  I bet you can see it huh?”

“Yep.”

“Damn, damn, damn!”  I thought.  Thankfully by about the third “damn” I spotted the field and pointed it out to Alan.  I wondered if that counted as a mistake.  I got us there on time and the reason I couldn’t see the field was that it was directly underneath us.  Good navigating, mediocre observing.

Alan had me turn toward Blackwater estuary and climb to 5,000’ in preparation for the general handling part of the test.  I took a moment to relax a bit and wait for his instructions without trying to anticipate what would come next.

He gave me headings to fly; I flew them.  Speeds, levels, sharp turns, stalls, slow flight, fast flight, recovery from a spiral dive, instrument flying, one after another he told me what to do and, with as little thinking as possible, I did as he asked.

Once or twice I heard the heading wrong and he growled at me a bit but, truth be told, it was kind of fun playing around with the aircraft.

After all the various stalls and dives we’d worked our way down to about 3,000’.  Alan reached over and pulled the throttle back to idle,  “OK, he said, your engine just quit, land and try not to kill us.”

About the only things I ever did well from the get-go were practiced forced landings (PFLs).  I have no idea why but I seem to be able glide an aircraft into a farmer’s field without too much trouble.  This is one skill I really, really, hope I’ll never have to use in real life.

Thankfully this time was no exception.  I picked a nice big field, did the engine failure checks and dropped us down, nice and easy until Alan called “go around!”

500’ up on the climb out from the go around he kills the throttle again.  “You’ve lost your engine on take off, land it.”

No problem.  Pitch down to 65kts, look for a field 45 degrees on either side, secure your harnesses and hope for the best.  Flying involves a lot of hoping for the best.

Convinced that we’d make it to the field in one piece, mostly, Alan told me to climb back up to 2,000’.   Once at altitude I had to use the navigation radio to track a VOR signal back to Stapelford.  Along the way I used the second nav radio to cross-reference our position.

We’d already been flying for two hours by the time we joined the pattern at Stapelford.  Two-hours of uneventful flying behind the controls of a small plane can make anyone tired, sore and more than a little bit anxious to see a nice smooth runway in the near distance.  I’d just had two-hours of manoeuvres, emergency drills and navigation exercises and I was flat-out knackered.

Normally when you are in flight training the trip back to the airfield means that the hard part is over for the day, during the skills test, the worst is yet to come: four different types of landings and a go-around.  My back was killing me and my headset was stuck to my ears, yet the most physically and demanding 40 minutes of my fight training still lay in front of me.  No more putting my brain on autopilot and simply doing as I was told.  From this point on it was all down to me. 

My first landing was a standard touch and go that lead directly into a bad-weather circuit: a short, oval-shaped, pattern at 800’ instead of the normal 1,200’.  There is no real base leg in a bad weather circuit, you make a smooth arch from downwind onto a short final all the while dropping flaps, doing your landing checks and making your radio calls.

From the bad weather circuit I rolled into a glide approach.  This is another short final circuit only this time about halfway through the base leg you cut the power and glide in to land.  It’s very similar to the PFLs I tend to be pretty good at, my only concern was judging when to cut the power.  Too early and I’ll never make the field, too late and I’ll be too high over the threshold.  I erred on the too-high side but managed to pull it out in the end.

The next circuit was a go-around and then I was back up in the pattern for my final challenge, a flapless approach.  These have a bit longer finals so that you can settle into a good glide speed, 70kts in a C172 and angle.  The wind was on my side that day, meaning it wasn’t too strong and there wasn’t much of a crosswind.  You always drift long without flaps but I still managed to bring her down well before the end of the asphalt.

I put on the breaks, pulled off the runway and stopped to raise the flaps, push in the carb heat and assess the situation.  I was buzzing.  I wasn’t even thinking about how I’d done, I was so happy to have simply done it.  I actually felt good to put into practice everything I’d learned over the past nine months all in one shot.  I’m pretty sure I was smiling.

I taxied along to the parking stand, pulled the mixture out to stop the engine, turned off the radio, avionics, removed the key and turned off the master switch.   I removed my headset and let out the breath I had been holding in for the past two and a half hours.  My bum was melted to the seat.  I looked over at Alan.

“I think you know how you did.  Let’s get some tea.” 

“I’ll bet I’m buying.”

“You better believe it.”

I gave Lima-Oscar a thankful pat on the fuselage (how many times had she been a part of this right of passage?) and didn’t so much walk as float to the clubhouse.

That was some great tasting tea.

Testing, testing...

In case you may be wondering what a PPL student is tested on when he or she undertakes a skills test.  These points may prove useful to those of you who are preparing for the test or are thinking about getting your wings.

On the day

·      In the morning look at forecast, text Examiner with decision if you want to fly

·      Go to airfield

·      Check-out aircraft and fill with fuel

·      Meet Examiner

·      Check weather again, is weather still OK?  It’s the student’s decision whether or not to fly

 Pre-flight

·      Plan Route

·      Mass & Balance calculations

·      Take-off and Landing performance calculations

 Documents

·      Medical Certificate

·      Passport

·      Log book

·      Valid Certificate of Course Completion

·      Evidence of completion of all theoretical exams

·      All airplane tech documents

·      Charts for route and airfield info

·      Narrow route NOTAMS

·      PLOGs (two copies)

 Pre-flight prep

·      General knowledge questions on the aircraft

·      Instructions as to the purpose of the flight and the expectations

·      Weather and cross-wind calculations to be done by student

·      Brief the Examiner: exits, emergency procedures

·      He can look for traffic

·      I can initiate conversation during the flight if I wish to

 Departure and takeoff

·      Normal check-list items

·      Tune in VORs

·      Assess the cross-wind component and tell the Examiner what it is

·      Inform Examiner of take off and climb speeds

·      Hold runway heading

·      Carry out (and say) climb-out checks

Part I: Navigation

Student’s responsibility is Radio, Navigation, Safe conduct of flight

·      Inform Examiner of altitude, heading and ETA to waypoints and turning points

·      If I want to revise, communicate new ALT, HDG, ETA

·      Do a gross error check at each turning point

·      Set the DI and compass after each turn

·      Do iFREDA checks every 15 minutes

·      Arrive at turning point

·      Identify by pointing out at least three features

·      Turn onto next heading

·      State altitude, heading and ETA

On second leg, examiner will ask “Show me on the map where we are” and will point to a diversion on the chart

  • It’s my decision from where I want to divert from
  • Draw a line on the chart to new destination
  • Mark ½ way point
  • Note heading and distance
  • Correct heading for drift
  • Give Examiner altitude, heading and ETA
  • Turn onto heading and make the radio call: position, now routing to...
  • Gross error check and revise heading along the route if necessary
  • Note time at ½ way point
  • Arrive at divert destination

Part II: General Handling

Examiner’s responsibility is Radio, Navigation

Student’s responsibility is safe conduct of flight

 The following can be done in any order

 DO LOOKOUTS BEFORE EACH MANEUVER!!!

·      Straight and level

·      Full throttle

·      Pitch down slightly

·      Trim

·      Climb at Vx (best angle)

·      Climb at Vy (best rate)

·      Climb to specified altitude

·      Descent to specified altitude

·      30º turns onto specified headings

·      Climbing turns left and right

·      45º bank turn through 360º

•      Maintain altitude and airspeed

 3 Stalls with minimum loss of altitude and a recover to a climb

·      HASELL and HELL checks

·      Full stall; recover when nose drops or on command

·      Base to final stall

·      Approach (final) configuration stall

·      Slow-safe without flaps

·      Steep gliding turns

·      Spiral descent: recover to level flight with minimum loss of altitude

•     Instructor will put the plane into a spiral descent

Simulated IMC

  • Put on hood
  • Ask Examiner to clear turn
  • Execute a 180º Rate One level turn
  • Maintain heading and/or climb

Emergency engine failure

  • Identify wind direction
  • Identify field
  • Once heading toward field carry out restart checks
  • Identify 1000’ point to turn onto base
  • Mayday call
  • Continue to go-around

 Engine failure at take off immediately follows

  • Flaps up (if still in the go-around from the emergency landing)
  • Continue until go-around

 Other emergencies may come up (touch drills)

·      Engine fire in flight

·      Electrical failure

·      Radio failure

 Intercept a VOR

  • “QDM” to VOR or “Get us to XXX ”
  • Turn OBS so that it is centered and the “TO” flag is showing
  • Turn onto that heading and then go past to intercept
  • Anticipate the heading as the needle approaches the center
  • Once on track take into account wind!

 Position fix with second VOR

  • Fly along radial established by first VOR
  • Dial in station (set station pre-flight)
  • Tune in other radial
  • Mark position on chart
  • Confirm with visual references

 After this the Examiner helps with direction and hands over full control back including radio calls and navigation

 Request join to pattern and perform the following landings:

·      Flapless approach

·      Bad-weather circuit

·      Glide approach

·      Normal circuit

·      Perform a go-around when necessary or instructed

·      Precision approach (Bad-weather but with heavy braking when landing)

·      Taxi, park, breathe

·      Tea