Plant Operator Training

Counterbalance Forklift Training Course

Operator training for the counterbalance forklift — ITSSAR-accredited or in-house certified, delivered in-company at your premises on your own machine. Course levels for novice, experienced and refresher operators.

ITSSAR-accredited or in-house certificate Trusted since 1984 In-company — UK-wide Novice to refresher levels
Key facts at a glance
3 levels
Course optionsNovice, experienced and refresher
In-company
DeliveryTutor-led at your site, UK-wide
ITSSAR / TOPS
CertificationAccredited — or in-house certificate
B1, B2 & B3
ITSSAR categoriesITSSAR categories B1, B2 and B3 cover counterbalance forklift trucks by lifting capacity.
Course options

Choose the right course level

Counterbalance forklift training is delivered in-company at three levels — choose by your operators’ experience. Durations are typical and flex with candidate numbers.

Experienced course

Existing operators, new machine

3 days typical duration
  • For experienced lift-truck operators converting to this machine.
  • Tutor-led, at your premises on your own machine
  • Theory and practical operating skills
  • Assessment and certificate included
Get a quote
Refresher course

Re-training for current operators

1 day typical duration
  • Recommended every 3–5 years, or after an incident or change of duties.
  • Tutor-led, at your premises on your own machine
  • Theory and practical operating skills
  • Assessment and certificate included
Get a quote
The qualification
Quick answer

What is counterbalance forklift training?

Counterbalance forklift training prepares operators to work a counterbalance forklift safely and competently. The counterbalance forklift — forks at the front, a counterweight at the rear — is the most widely used warehouse and yard truck. It is delivered in-company to HSE’s L117 standard, with an ITSSAR-accredited or KeyOstas in-house certificate on successful assessment.

Delivered to HSE’s L117 Approved Code of Practice
ITSSAR-accredited (TOPS) or KeyOstas in-house certificate
Novice, experienced-operator and refresher levels
In-company — on your site, on your own machine

Under the Provision and Use of Work Equipment Regulations (PUWER) and HSE’s L117 Approved Code of Practice, employers must make sure lift-truck operators are adequately trained. The counterbalance is the workhorse of warehouses, factories and yards across the UK. KeyOstas delivers counterbalance forklift training at your premises, so operators learn in their real working environment — and you choose an ITSSAR-accredited certificate or a KeyOstas in-house one.

3 levels
Novice, experienced and refresher
L117
Trained to the HSE code of practice
ITSSAR
Accredited — or in-house certificate
Since 1984
KeyOstas training experience
The machine

Where the counterbalance forklift works

The counterbalance forklift is the default truck of UK industry. A counterweight at the rear balances the load on the front forks, so it needs no outriggers or guidance and can work almost anywhere with a firm, level surface — loading lorries, moving palletised goods and feeding production lines.

Because it is so widely used, it is also the truck involved in the most workplace transport incidents. That is why competent manoeuvring, pedestrian awareness and load stability sit at the centre of the course.

Typical settings
Warehouses Distribution centres Manufacturing & production Loading bays Builders’ merchants Cold stores Ports & yards Retail goods-in
Is it right for you

Is this the right counterbalance forklift course?

KeyOstas trains operators at every level. Pick the course that matches your operators’ experience.

Right for you if…

You have new operators who need to learn the counterbalance forklift from scratch
You have experienced lift-truck operators converting to this machine type
Your operators’ training is due for a refresher, or it has been three or more years
Your site or clients require ITSSAR-accredited, TOPS-registered training
You want operators trained in-company, on your own machine and site

A different course fits better if…

Your operators need a different truck type — KeyOstas covers the full range of lift trucks
You need access-platform training — see MEWP training
You are training instructors — see the Forklift & Plant Instructor course
After the course

What you will be able to do

By the end of the course your operators will be able to work the counterbalance forklift safely, efficiently and to the required standard.

Operate safely

Check the truck

Carry out a thorough pre-use inspection and report defects correctly.

Handle loads

Lift, move, stack and de-stack loads safely and within the truck’s rated capacity.

Read stability

Understand truck stability, the data plate and the limits of safe operation.

Work to the standard

Know the law

Understand PUWER, LOLER and the L117 responsibilities that apply to operators.

Manage the workplace

Operate safely around pedestrians, racking, vehicles and changing ground conditions.

Be assessed

Meet the ITSSAR / L117 assessment standard in theory and practical operation.

Course content

What the counterbalance forklift course covers

The course is delivered through tutor-led theory and hands-on practical operation, organised into four areas and assessed throughout.

1

The truck, the law and your responsibilities

  • Health and safety law, PUWER and LOLER
  • HSE’s L117 Approved Code of Practice for lift-truck operator training
  • The operator’s responsibilities and duty of care
2

Pre-use checks and the working environment

  • Daily pre-use inspection and reporting defects
  • Workplace hazards, pedestrians and segregation
  • Racking, loading areas and safe ground conditions
3

Operating the counterbalance forklift

  • Manoeuvring, steering and reversing the counterbalance truck
  • Lifting, travelling with and placing loads
  • Stacking and de-stacking loads at height
4

Stability, loads and safe operation

  • Truck stability, the data plate and rated capacity
  • Handling, stacking and de-stacking loads safely
  • Refuelling, battery charging and end-of-shift procedures
Assessment

How operators are assessed

Assessment follows the ITSSAR and L117 standard — theory and practical, on the machine.

THEORY

Theory assessment

A theory test covering the law, truck knowledge, stability and safe operating practice.

PRACTICAL

Practical assessment

A practical test of pre-use checks, manoeuvring and load handling, assessed on the machine.

On passing, operators receive an ITSSAR-accredited certificate (and TOPS registration) or a KeyOstas in-house certificate — your choice, both to the L117 standard.
Certification

Two ways to certify your operators

KeyOstas can certify Counterbalance Forklift operators two ways — both delivered to the same training standard.

ITSSAR-accredited

Independently verified
Certificate
ITSSAR-accredited, with the accreditation and instructor numbers
Register
Operators added to the TOPS — Trained Operator Passport Scheme — register
Best for
Sites and clients that ask for accredited, independently verifiable training

KeyOstas in-house

Practical and flexible
Certificate
A KeyOstas certificate of training
Standard
Delivered to the same L117 training standard, tailored to your site
Best for
Employers who need compliant operator training without the accreditation overhead
Both meet the standard. Accreditation is voluntary — HSE’s L117 Approved Code of Practice sets the training standard whichever route you choose. Talk to our team about which fits your site and clients.
Why KeyOstas

Why train your operators with KeyOstas?

ITSSAR-accredited, in-company, and delivered by registered instructors. Here is what you get.

01

ITSSAR-accredited training provider

KeyOstas delivers to ITSSAR standards and the HSE L117 Approved Code of Practice, with TOPS registration on accredited courses.

02

Accredited or in-house certificate

Choose an ITSSAR-accredited certificate, or a KeyOstas in-house certificate — both delivered to the same L117 training standard.

03

Specialists since 1984

Four decades of health, safety and operator training, led by experienced, registered instructors.

04

In-company, UK-wide

Delivered at your premises on your own machines, anywhere in the UK, on dates that suit your operation.

05

Novice to refresher

Course levels for every operator — new starters, experienced operators converting machines, and refresher training.

06

One point of contact

From first enquiry to certification, a dedicated team handles your booking, machine requirements and any tailored content.

FAQ

Counterbalance Forklift Training — frequently asked questions

Is counterbalance forklift training a legal requirement?
Employers must ensure lift-truck operators are adequately trained under PUWER and HSE’s L117 Approved Code of Practice. The certificate is not a licence, but it is the recognised evidence that training was delivered to standard.
Do I need an ITSSAR-accredited certificate, or is in-house enough?
Both are valid. Accreditation is voluntary — an ITSSAR-accredited certificate is independently verifiable and added to the TOPS register, while a KeyOstas in-house certificate is delivered to the same L117 standard. Choose based on what your sites and clients ask for.
How long is the course?
It depends on experience: a novice course is typically 5 days, an experienced-operator course 3 days, and a refresher 1 day. Durations also flex with the number of candidates — talk to us for an exact quote.
How many operators can be trained at once?
Practical lift-truck training runs at up to three candidates per instructor. Fewer candidates means a shorter course; we will confirm the duration for your group.
What are the ITSSAR categories B1, B2 & B3?
ITSSAR categories B1, B2 and B3 cover counterbalance forklift trucks by lifting capacity. These category codes are ITSSAR’s classification for this truck type. KeyOstas covers them all — if your site has specified a code, this is the right course.
How often is refresher training needed?
There is no fixed legal interval, but HSE and ITSSAR recommend refresher training every three to five years, and sooner after an incident, a near miss, or a change of working duties or equipment.
Can you train at our premises on our own truck?
Yes. All KeyOstas plant operator training is delivered in-company, at your site, on your own machine — so operators train in the real working environment, anywhere in the UK.
Is KeyOstas an approved training provider?
Yes. KeyOstas is an ITSSAR-accredited training provider and has delivered operator training since 1984.

Train your counterbalance forklift operators with KeyOstas

Talk to our team about in-company counterbalance forklift training — ITSSAR-accredited or in-house, at your premises anywhere in the UK.

Last reviewed: May 2026 — checked against the Safety Pass Alliance scheme and current course pricing.