Origins In the 1930s, the
Royal Air Force (RAF) was primarily interested in twin-engine
bombers. These designs put significant demands on engine production and maintenance, both of which were already stretched with the introduction of many new types of aircraft into service. Power limitations were so serious that the British invested heavily in the development of huge engines in the class to improve performance. However, during the late 1930s, none of these engines were ready for production. Meanwhile, the United States, France, Germany and the Soviet Union were developing bombers powered with four engines with favourable results, including excellent range and lifting capacity. Accordingly, in 1936, the RAF decided to investigate the feasibility of a four-engined bomber. During the mid-1930s, the British
Air Ministry released
Specification P.13/36, seeking a twin-engine
heavy-medium bomber suitable for "world-wide use". Further requirements of the specification included the use of a mid-mounted
cantilever monoplane wing and all-metal construction, and encouraged use of the
Rolls-Royce Vulture engine then in development. In response,
Handley Page produced the twin-engine
H.P.56 design to meet Specification P.13/36. Handley Page aircraft designer
George Volkert had responsibility for the design. Other candidates were submitted for the same specification, including the
Avro 679, and designs from
Fairey,
Boulton Paul and
Shorts. All submissions used two engines, using the Rolls-Royce Vulture,
Napier Sabre,
Fairey P.24 or
Bristol Hercules engines. All of these engines were under development and while four-engined bomber designs were considered for specification B.12/36 for a heavy bomber, wings mounting two pairs of engines required additional testing at the
Royal Aircraft Establishment (RAE). A stronger wing also required additional strengthening of the overall aircraft structure, increasing design weight. , 1942 In February 1937, following consideration of the designs, the Air Ministry selected Avro's submission, with Handley Page's bid chosen as "second string". Accordingly, during April 1937, the Air Ministry ordered two prototypes of each design. The introduction of the successful P.13/36 candidates was delayed by orders for
Armstrong-Whitworth Whitley and
Vickers Wellington bombers. In mid-1937, it was decided to order both the Avro 679 and H.P.56 designs "off the drawing board" in order to speed up delivery timetables. During July 1937, Handley Page was instructed to redesign the H.P.56 to use four engines. The Vulture had already been suffering reliability and performance problems. The rival Avro 679 proceeded into service as the
Avro Manchester powered by a pair of Vulture engines, but was only built in limited quantities after suffering substantially from engine trouble. The four-engine redesign increased its wingspan from to and added of weight. In September 1937, the Ministry specified the use of four
Rolls-Royce Merlin engines; according to aviation author Phillip J. R. Moyes, this redesign to four Merlin engines was done "much against the company's wishes". Towards the end of the year, a full-size mock-up was assessed and production of a pair of
H.P.57 prototypes commenced in March 1938. Further design modifications resulted in the definitive aircraft, now considerably enlarged and powered by four
Rolls-Royce Merlin X engines. Such was the promise of the new model that, in January 1938, the RAF chose to place their first production order for the type, ordering 100 Mk.I Halifaxes "off the drawing board", at which point the serials which had already been assigned to the H.P.56 were switched to the H.P.57.
Prototypes testing, 1942 The first prototype was built at Handley Page's facility in
Cricklewood,
London, It was then dismantled and transported by road to
RAF Bicester (the nearest non-operational RAF airfield with suitable facilities) for reassembly. The first flight of the first prototype Halifax, serial number
L7244, was performed by chief test pilot Jim Cordes with E A 'Ginger' Wright as flight test observer on 25 October 1939. During this flight, the undercarriage was locked down as a safety precaution. On 17 August 1940, the first flight of the second prototype,
L7245, now complete with full armament and operational equipment, was made from
Radlett Aerodrome. The H.P.57 was given the service name
Halifax upon acceptance. This name followed the practice of naming heavy bombers after major towns, which in this case was
Halifax in
Yorkshire. In September 1941, a production Halifax Mk.I participated in an official naming ceremony of the type, officiated by
Lord Halifax and Lady Halifax.
Production Series production of the Halifax began at Handley Page's factory at Cricklewood and at
English Electric's site in
Samlesbury,
Lancashire. In order to speed up production, Handley Page implemented several new manufacturing techniques, including two pioneering approaches: photo-
lofting and split construction. In the latter capacity, each Halifax was built from various sub-assemblies. Surface panels were flush-
riveted, although the matt black night bomber camouflage negated its benefit. Handley Page built the assemblies and components at Cricklewood and the aircraft were assembled and flown from
Radlett Aerodrome. The first production aircraft flew from Radlett on 11 October 1940. The sizeable production run envisioned required the involvement of several other companies in addition to Handley Page. The resulting
Halifax Group was established to oversee the manufacturing programme, comprising English Electric (who had previously built
Handley Page Hampdens), various firms within the
London Aircraft Production Group,
Fairey Aviation, and
Rootes Motors. Because of this scheme, Halifaxes were manufactured at sites across the British isles. The Halifax was produced in large numbers during the war and over 40%, or 4,046 of the 10,018 heavy bombers produced in Britain between 1940 and 1944 were Halifaxes. In all, 6,178 Halifaxes were built, the last delivered in April 1945. At the peak, 41 separate factories and dispersed units were involved in production, along with 600
subcontractors and 51,000 employees, with one Halifax completed every hour. The first English Electric-built aircraft was flown from Samlesbury on 15 August 1941. The first production standard Halifax, the Mk.I, had a long bomb bay and six wing bomb cells, and could carry a load. Defensive armament consisted of two
Browning machine guns in a
Boulton Paul Type C
nose turret, with an additional four in a Boulton Paul Type E
tail turret. Some aircraft included two additional
Vickers K machine guns in beam (side, or "waist") positions. Subtle modifications distinguished the Mk.I aircraft. Aircraft of the first batch of fifty Mk.I Halifaxes were designated Mk.I Series I.
Improvements Handley Page were initially disappointed with the performance of the Halifax which was below their predictions, much of this was because they had under-estimated the aircraft's drag. The Mk.III Halifax had a wider span of and had significantly improved performance. Arguably the Merlin engine did not suit the Halifax as much as the Hercules (fitted from the Mk.III on) which suited the Halifax better both aerodynamically and in power. The Halifax Mk.I was quickly followed by 25 of the Mk.I Series II; these featured an increased gross weight from to but with maximum landing weight unchanged at . The Halifax Mk.I Series III featured increased fuel capacity ( and larger oil coolers, the latter of which having been adopted in order to accommodate the Merlin XX engine. A dorsally-mounted two-gun Boulton Paul Type C turret replaced the beam guns.
V9977, in-which the first
H2S radar was installed; note the early triangular fins. This aircraft crashed in June 1942 as a result of an engine fire. All on board were killed, including the electronic engineer
Alan Blumlein. Introduction of Merlin XX engines and a twin dorsal turret instead of waist guns resulted in the Halifax B Mk.II Series I. The Mk.II Series I (Special) achieved improved performance via the removal of the nose and dorsal turrets. The Halifax Mk.II Series IA was fitted with a moulded
Perspex nose (this nose became standard upon future Halifax variants), a four-gun Boulton Paul Type A dorsal turret similar to that used in the
Boulton Paul Defiant, and Merlin 22 engines. The rudder overbalance / directional instability with engine(s) out problem was solved on the Mk.III with the fitting of a larger D type fin (40% bigger) and modified rudder. The Mk.III Halifax had satisfactory stability in all axes and was more stable in a dive than a Lancaster. A Lancaster tended to go deeper into a dive whereas a Halifax had to be forced to stay in the dive as the speed increased, i.e. it naturally flew out of a dive. Owing to a shortage of Messier-built
landing gear and
hydraulics,
Dowty-built landing gear were used on some aircraft instead. As it was incompatible with the Messier equipment, this led to these Halifax bombers being given new designations: a Mark II built with Dowty gear was the Mark V. The use of
castings rather than
forgings in the Dowty undercarriage had resulted in an increased production rate but had also led to a reduced landing weight of . The Halifax Mark V were manufactured by
Rootes Group at
Speke and
Fairey at
Stockport; operationally, these were generally used by
Coastal Command and for training purposes. Some 904 had been built when Mark V production ended at the start of 1944, compared to 1,966 Halifax Mk.IIs. The most numerous Halifax variant was the much improved B Mk.III of which 2,091 were built. First appearing in 1943, the Mk.III featured the Perspex nose and modified tail of the Mk.II Series IA but replaced the Merlin with the more powerful
Bristol Hercules XVI radial engine. Other changes included the adoption of
de Havilland Hydromatic propellers and a wider wing span with rounded wing tips. With the coming of the Mk.III the Halifax's performance finally matched that of the Lancaster though the latter had a larger bomb load and could take larger bombs. The B.VI Halifax's performance improved still further with a cruising speed of and a maximum speed (in 'Full Speed' supercharger mode) of at . Halifax crews, though admittedly not unbiased, considered the Mk.III Halifax to be the equal of any other bomber, including the Lancaster, and further improved versions (with more powerful Hercules engines) to be superior to all. The improvement in the Halifax Mk.III's performance could be measured objectively. In 1943 4 Group's Halifax squadrons flew 11,607 sorties for a loss of 485 aircraft, a loss rate of 4.2%. Halifax Mk.III production started in early Autumn 1943 and for 1944, when the Mk.III constituted an increasing percentage of the Halifax force, 4 Group flew 25,454 sorties for a loss of 402 aircraft, a loss rate of 1.6%. The Halifax B Mk.IV was a converted B Mk.II non-production design using the Rolls-Royce Merlin 65 engine with a two-stage supercharger and a four-bladed propeller fitted. This resulted in an increase in top speed by to at . Due to a shortage of Merlins with two-stage superchargers production of the B Mk.IV was not proceeded with. The definitive version of the Halifax was the B Mk.VI, powered by the Hercules 100. The final bomber version, the Mk.VII, reverted to the less powerful Hercules XVI. However, these variants were produced in relatively small quantities. The remaining variants were the Halifax C Mk.VIII, an unarmed transport that was fitted with an cargo pannier instead of a bomb bay, which could accommodate a maximum of 11 passengers and the Mk A IX
paratroop transport, which had space for up to 16 paratroopers and their equipment. A transport/cargo version of the Halifax was also produced, known as the
Handley Page Halton. ==Design==